Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,814 | $135,645-29.4% | $110,243-13.1% | $135,380-29.2% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | 8.17% | 513.24%-505.1pp | 314.76%-306.6pp | 519.81%-511.6pp |
| Employer contribution / active EE | $1,712 | $4,907-65.1% | $3,827-55.3% | $4,779-64.2% |
| Participant deferral / active EE | $3,698 | $5,507-32.8% | $4,672-20.8% | $5,609-34.1% |
| Admin fee / account holder | $17,620 | $11,458+53.8% | $8,548+106.1% | $10,828+62.7% |